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Joseph Elcock Duffey

Strategic Advisers LLC

Smithfield, RI

Dedham, MA

CRD 8062180

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-28
RI RA APPROVED 2026-05-21
TX RA APPROVED 2026-05-21
  • MA RA
    APPROVED
    Since 2026-05-28
  • RI RA
    APPROVED
    Since 2026-05-21
  • TX RA
    APPROVED
    Since 2026-05-21

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Dedham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Smithfield RI 03/2025 Present
Environmental Solutions Inc. (Defunct) Newton MA 12/2014 12/2024
Unemployement Dedham MA 01/2025 03/2025
  • 03/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 12/2014 → 12/2024
    Environmental Solutions Inc. (Defunct)
    Newton, MA
  • 01/2025 → 03/2025
    Unemployement
    Dedham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
S63 Uniform Securities Agent State Law Examination 2025-06-10
  • S66 Uniform Combined State Law Examination
    2026-05-19
  • S63 Uniform Securities Agent State Law Examination
    2025-06-10
Other Names
  • Joseph Duffey

View on SEC IAPD

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